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HDSIX vs VSMAX
HDSIX vs VSMAX Comparison
Open Charts HDSIX vs VSMAX
Hodges Small Cap Institutional
Price$22.16
Change+$0.20 (+0.91%)
VolumeN/A
Net Assets161.86M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
HDSIX vs VSMAX Comparison Chart in %
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HDSIX vs. VSMAX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HDSIX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. HDSIX (162M). VSMAX pays higher dividends than HDSIX: VSMAX (1.40) vs HDSIX (0.00). HDSIX was incepted earlier than VSMAX: HDSIX (17 years) vs VSMAX (25 years). HDSIX (1.11) is less costly to investors than VSMAX (0.05). HDSIX is a more actively managed with annual turnover of: 62.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than HDSIX: VSMAX (3000) vs HDSIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. HDSIX (-3.23). VSMAX return over 5 years is better than : 69.54 vs. HDSIX (49.83).
| HDSIX | VSMAX | HDSIX / VSMAX | |
| Total Expense Ratio | 1.11 | 0.05 | 2,220% |
| Annual Report Gross Expense Ratio | 1.11 | 0.05 | 2,220% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -2.807 | 1.447 | -194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -3.23 | 12.25 | -26% |
| Returns for 3 years | 16.88 | 37.95 | 44% |
| Returns for 5 years | 49.83 | 69.54 | 72% |
| Returns for 10 years | 8.32 | 109.34 | 8% |
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